Southwest Gas
243 hedge funds and large institutions have $3.04B invested in Southwest Gas in 2016 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 83 reducing their positions, and 15 closing their positions.
167% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 15
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
20% more capital invested
Capital invested by funds: $2.53B → $3.04B (+$515M)
10% more funds holding
Funds holding: 221 → 243 (+22)
0.56% more ownership
Funds ownership: 80.82% → 81.38% (+0.56%)
10% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 83
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$35.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$24.8M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$23M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$21.7M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$45.3M |
| 2 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$30.4M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$30.1M |
| 4 |
Goldman Sachs
New York
|
-$13.4M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$12.4M |
SWX Hedge Fund Activity: Q2 2016 in Review
243 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q2 2016, worth a combined $3.04B — up 20% from $2.53B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SWX positions and 15 closed out — a net gain of 25 holders — while 75 added to existing stakes and 83 trimmed.
The largest buyer was State Street, adding an estimated $35.4M. The largest seller was BlackRock Fund Advisors, cutting an estimated $45.3M.
- 243 institutional investors held Southwest Gas (SWX) as of Q2 2016, up from 221 in Q1 2016.
- Funds reported $3.04B of Southwest Gas stock for Q2 2016, up 20% quarter-over-quarter.
- 40 funds opened new Southwest Gas positions in Q2 2016 and 15 closed out, a net change of +25 holders.
- The largest Southwest Gas buyer in Q2 2016 was State Street, an estimated $35.4M added.
- The largest Southwest Gas seller in Q2 2016 was BlackRock Fund Advisors, an estimated $45.3M sold.
Based on aggregated 13F filings for Q2 2016.